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Technology Stocks : Gemstar Intl (GMST) -- Ignore unavailable to you. Want to Upgrade?

To: jay silberman who wrote (1305)	12/30/1999 6:05:00 PM
From: Adam S	Read Replies (1) \| Respond to of 6516

Here's what Robertson Stephens is saying about GMST today: (I bolded the most exciting part) _______________________________________________________ GEMSTAR ADDED TO NASDAQ 100, ENTERING THE MAINSTREAM Late last week, Gemstar was added to the Nasdaq 100, replacing Qwest Communications and continuing to raise Gemstar's visibility as it begins to enter the mainstream. We note a recent full-page ad in the Wall Street Journal from RCA, highlighting Gemstar's Guide Plus Gold as the hot reason to buy an RCA television. Such free marketing for Gemstar highlights our expectation that this interactive-television powerhouse will prove to have one of the most profitable business models ever, collecting rapidly growing licensing and advertising fees at virtually zero incremental cost of sales, the result of successfully defending its intellectual property against all challengers. We also want to own it as user time continues to shift from the TV to the Web. ______________________________________________________

To: jay silberman who wrote (1305)	12/30/1999 7:21:00 PM
From: Eric Jacobson	Respond to of 6516

jay, the report you linked to is actually different than the June report that focuses on GMST, but they provide similar information on the convergence of TV and the internet. Did you catch the following quote from the report you cited: We also believe that TV Guide should grow significantly in the near term, and we expect it to join Gemstar* as one of the dominant players in the IPG space."* John Corcoran couldn't have been more prescient with this comment since it was written before TV Guide literally agreed to join GMST.